APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$1.26M
3
+$1.09M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$965K
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$963K

Top Sells

1
+$576K
2
+$379K
3
+$200K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
M icon
Macy's
M
+$160K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.05%
3 Healthcare 5.09%
4 Financials 3.37%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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665
352
$17K 0.01%
75
353
$17K 0.01%
2,701
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354
$17K 0.01%
545
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356
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357
$17K 0.01%
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358
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-500
359
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2,000
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360
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361
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500
362
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363
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115
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364
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367
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368
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369
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370
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371
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97
372
$16K 0.01%
265
373
$15K 0.01%
+300
374
$15K 0.01%
715
375
$15K 0.01%
4,800
-17,550
13 14
15
16 17